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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1001
Albion Financial Group
Utah
$497K – – –
BIC
1002
Beach Investment Counsel
Pennsylvania
$495K +$63.4K +919 +13%
FMLI
1003
Fukoku Mutual Life Insurance
Japan
$493K -$31K -450 -5%
NL
1004
Navalign LLC
California
$491K +$2K +29 +0.4%
NO
1005
Ninety One
South Africa
$488K -$6.07K -88 -1%
BFA
1006
Bragg Financial Advisors
North Carolina
$487K – – –
ZCA
1007
Zeke Capital Advisors
Pennsylvania
$487K +$14.1K +204 +3%
TFA
1008
Teamwork Financial Advisors
Texas
$485K -$1.73M -25,114 -77%
TTWM
1009
TCV Trust & Wealth Management
Virginia
$485K – – –
ALAM
1010
Asahi Life Asset Management
Japan
$483K +$26.2K +380 +5%
KFSC
1011
Keystone Financial Services (Colorado)
Colorado
$483K +$34.4K +499 +8%
AMBIA
1012
Allen Mooney & Barnes Investment Advisors
Georgia
$483K +$138 +2 +0%
5L
1013
55I LLC
Massachusetts
$481K +$526K +7,621 New
CA
1014
Claro Advisors
Massachusetts
$478K +$197K +2,852 +60%
AWM
1015
Atticus Wealth Management
Florida
$475K -$17.6K -255 -3%
RCM
1016
RNC Capital Management
California
$475K – – –
FNBOH
1017
First National Bank of Hutchinson
Kansas
$473K +$897 +13 +0.2%
BTI
1018
Blue Trust Inc
Georgia
$473K +$387K +5,613 New
GC
1019
Garde Capital
Washington
$472K +$515K +7,470 New
AIM
1020
Athena Investment Management
California
$471K – – –
BAM
1021
Belpointe Asset Management
Nevada
$469K +$27.2K +394 +6%
SPI
1022
Sutton Place Investors
New York
$467K +$65.3K +947 +15%
AWA
1023
Arkadios Wealth Advisors
Georgia
$463K -$128K -1,849 -20%
ZIG
1024
Zullo Investment Group
Pennsylvania
$460K +$24.2K +351 +5%
GC
1025
GFG Capital
Florida
$458K +$12.6K +183 +3%
39 40
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